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Good Life Advisors – Talking Points – Week 17    “You’re Not Paranoid If They Really Are After You” Selling is gaining strength and that Catch 22 quote feels right this week. We’re approaching the two-month mark of the Russian invasion of Ukraine. At the same time the Federal Reserve is…

Good Life Advisors – Talking Points – Week 15 Major US equity indices were lower this week, with the S&P 500 and Nasdaq Composite pulling back after three consecutive weekly gains. Growth was a notable underperformer to value; Treasuries were weaker with the curve seeing a big steepening move after the…

Good Life Advisors – Talking Points – Week 13 Yield curve flattening was the biggest story of the week, with the 2Y/10Y inverting for the first time since 2019, while the 5Y/30Y spread inverting this week for the first time since 2006. In addition to the Fed policy outlook, the flattening…

Good Life Advisors – Talking Points – Week 12 Let’s start with fixed Income.   Fed Chair Powell said on Monday that the Fed needs to move “expeditiously” to return monetary policy to a more neutral level. Treasuries sold off sharply this week in response, with the curve continuing to flatten. In fact, the 3-year…

Good Life Advisors – Talking Points – Week 11 Equities Rebounded Sharply this Week  After jumping 6% this week, the S&P 500 is still down 6% for the year. The market put inits best week since November 2020 with help from a big four-day rally. Fixed income was mixed, with the…

Good Life Advisors – Talking Points – Week 10 US equities were lower this week, with the S&P 500 and Nasdaq down for a second straight week, while the Dow was down for the fifth-straight week, the longest since May 2019. Growth was an underperformer to value this week though sectors…

Good Life Advisors – Talking Points – Week 9 Covid No Longer In Control of the Markets Geopolitical uncertainty drives another weekly pullback: Russia’s invasion of Ukraine dominated the news cycle and weighed heavily on risk sentiment this week. While Russia’s hope for a quick takeover of major cities was dented by…

Good Life Advisors – Talking Points – Week 8 Sell the Pre-Invasion buy the Actual Invasion  Geopolitics dominated headlines this week, with Russia’s invasion of Ukraine the key factor to the week’s price action. However, markets rallied as sanctions on Russia were seen as a less severe than expected, while expectations around the Fed policy…

Good Life Advisors – Talking Points – Week 6 Geopolitical Tensions Rise after Russia sends Ukraine Calendar Invite for Invasion.  The developing situation on the Ukrainian border was initially ignored by the markets, but no longer. Investors have sat up and taken notice. Ukrainian officials say Moscow is stepping up a…

Two Percent Here We Come –  We start this week with Fixed income Yields. In four ½ months the two-year yield jumped 100 bps, from 0.31 on October 1st to 1.31% on Friday. Meanwhile, the 10-year yield hit a post covid high of 1.93%m again on Friday. With all the volatility…